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Japanese manufacturer of cables, wiring systems and optical communication components used in data-center networking and AI infrastructure.
Snapshot
| Country |
JPN
|
| Exchange | Tokyo |
| AI Layer |
chipsinfra
|
| Category |
2.40 Photonic Components, Transceivers & Integration
|
| Sentiment |
52.0% |
| USD Mkt Cap | 42.15B |
| USD Revenue | 34.42B |
| USD Net Income | 2.61B |
| P/E | 17.54 |
| fwd P/E | 9.40 |
| PEG | 4.24 |
| Price 3M | -81.2% |
| Price 6M | -79.9% |
| Price 1Y | -49.5% |
| Price 2Y | -3.1% |
| USD Share Price | 13.42 |
Price & Size
| Price |
2,077.50 JPY |
| Market Cap |
6.48T JPY |
| Shares Outstanding |
3.12B |
| Shares Float |
3.11B |
| 52w Low |
1,023.75 JPY |
| 52w High |
3,712.50 JPY |
| Avg Volume |
22.73M |
Valuation
| P/E (trailing) |
17.5x |
| P/E (forward) |
9.4x |
| P/B |
2.29x |
| Enterprise Value |
7.05T JPY |
| Book Value / Share |
908.73 JPY |
| PEG Ratio |
4.24x |
| P/S |
1.22x |
| EV / Revenue |
1.33x |
| EV / EBITDA |
10.59x |
Income
| Revenue |
5.29T JPY |
| Revenue / Share |
1,696.43 JPY |
| EBITDA |
665.70B JPY |
| Net Income |
400.80B JPY |
| EPS (trailing) |
118.42 JPY |
| EPS (forward) |
221.03 JPY |
Margins & Profitability
| Gross Margin |
20.5% |
| Operating Margin |
7.3% |
| Profit Margin |
7.6% |
| EBITDA Margin |
12.6% |
| Return on Equity |
15.8% |
| Return on Assets |
5.9% |
Growth
| Revenue Growth |
15.9% |
| Earnings Growth |
89.1% |
Cash & Debt
| Total Cash |
264.73B JPY |
| Total Debt |
737.70B JPY |
| Debt / Equity |
0.25x |
| Current Ratio |
1.67x |
| Quick Ratio |
0.77x |
Dividend
| Rate |
39.00 JPY |
| Yield |
1.9% |
| Payout Ratio |
32.5% |
| Ex-Date |
2026-09-29 |
Analyst Consensus
| Target (Mean) |
3,531.36 JPY |
| Target (Median) |
3,625.00 JPY |
| Target (High) |
5,300.00 JPY |
| Target (Low) |
2,600.00 JPY |
| Recommendation |
buy |
| # Analysts |
11 |
Identifiers
| ISIN | JP3407400005 |
| FIGI | BBG000BLBDW4 |
| SEDOL | 6858693 |
Sentiment 52.0%
as of Sep 11, 2026
Positive drivers
Growing demand for optical fiber and connectivity solutions supporting AI infrastructure projects has supported revenue visibility. Strategic investments in EV wiring harnesses and power cables align with global electrification trends. Recent earnings commentary highlighted stable order backlogs in key segments.
Neutral / mixed
Global supply chain normalization has produced mixed effects on input costs without clear directional impact. Currency movements between the yen and major export currencies have offset some operational gains. Broader Japanese equity market rotation has kept trading volumes and volatility in a typical range.
Negative drivers
Elevated raw material prices for copper and aluminum continue to compress margins in the wire and cable divisions. Intensifying competition from lower-cost Asian suppliers has pressured pricing in certain industrial segments. Limited visibility on near-term capex recovery in the telecom sector adds caution.
Bottom line
Sentiment for Sumitomo Electric remains near neutral with modest positive tilt from AI-related exposure offset by cost and competitive pressures. The 30-day window shows balanced drivers without strong directional momentum.